Silver’s Massive 2025 Surge

In today’s episode of **What’s going on with BRICS**: Silver’s Massive 2025 Surge – Industrial Boom, Supply Crunch, and the BRICS Angle.If you’re new to the channel, hey, take a moment, subscribe to the channel, then hit the bell to be alerted about new episodes when they drop.Coming to you today from [location to be filled by owner].### What’s in the News1. **Silver’s epic 2025 rally – prices more than double** - Watcher Guru says it started around $29-30/oz and hit highs above $80/oz by late December. - Livemint calls it a 140-170% gain – one of the biggest annual surges ever. - Bloomberg says it’s the fifth straight year of supply deficits, with 149 million oz shortfall projected. 2. **Main driver: Explosive industrial demand** - Silver Institute says over 50-60% of use is industrial – solar panels, EVs, AI data centers, 5G. - CNBC says solar took record amounts; AI/server farms and EV wiring piled on pressure. - Fortune says mining/recycling can’t keep up – deficits widening yearly. 3. **Supply crunch hits hard** - Mining.com says output flat at ~830 million oz/year; much is byproduct of other metals. - Gold-Traders blog says no quick ramp-up possible even at high prices. - Economic Times says refining bottlenecks and liquidity issues made shortages worse. 4. **BRICS connection: Reserves and hedging boost** - Watcher Guru says BRICS nations ramped physical buys for diversification. - Ahead of the Herd says China and India led massive central bank purchases. - Some market talk says silver complements gold in de-dollarization plays. 5. **Other factors and buzz** - Guardian says geopolitical tensions and Fed rate cuts fueled safe-haven flows. - Economic Times says China export curbs added supply fear. - X buzz says silver’s “like toilet paper in COVID” – hype around physical stacking and parabolic trends. 6. **COMEX/LBMA delivery demands – can they default?** - Watcher Guru says large positions (e.g., hedge funds, banks) could trigger “stand for delivery” if buyers demand physical metal. - Kitco explains COMEX/LBMA rules allow cash settlement in extreme cases to avoid default – exchanges set “force majeure” if supply short. - Silver bugs dream of squeezes collapsing the system, but history (e.g., 1980 Hunt brothers) shows exchanges change rules to settle in cash. 7. **Spot vs. physical prices – premiums explained** - Kitco says spot price is futures benchmark (~$80/oz now); physical coins like Silver Eagle trade at $5-15 premium over spot due to minting/distribution costs. - JM Bullion notes dealers add markup for quality/assays – normies pay more for coins/bars than industrial buyers. - Industrial price: They pay spot + small delivery premium (1-5%); large contracts negotiate lower. 8. **Asteroid mining speculation – Musk vs. China/BRICS** - Space.com says Starship 2026 operational could enable asteroid missions; Musk talks mining for metals like platinum-group (includes silver). - NASA notes asteroids analyzable remotely via spectroscopy (telescopes/probes detect PMs by light signatures). - Speculation: If successful, floods market – silver/gold to near-zero long-term; China/BRICS race with reusable rockets (Long March) for access. 9. **10-year forecasts: Low, medium, high scenarios** - Low (~$40-60/oz avg to 2035): Industrial slowdown, better supply, dollar strength (HSBC views). - Medium (~$70-150/oz): Steady 5-10% demand growth from solar/AI; deficits persist (Silver Institute). - High (~$200-300+/oz): Shortages worsen, BRICS hedging ramps; parabolic if export curbs (CoinPriceForecast). 10. **If price tracks current rate – next year and 10 years** - 2025 rate (~140% YTD): Unsustainable; next year could hit $150-200 if momentum holds (but likely cools to 20-50% gain). - Over 10 years: Compounding 140% yearly impossible (hyperinflation territory); realistic 10-20% CAGR could push to $200-500/oz by 2035. - Watcher Guru warns volatility – rallies often crash 30-50%. 11. **Speculation (labeled as such)** - Market talk says potential for $100+/oz in 2026 if deficits persist and China tightens exports. - Speculation: Could BRICS explore silver in expanded reserve tools? (No confirmation – just chatter.) - Risk: Sharp corrections possible on profit-taking or demand slowdown. - In a multipolar world, silver’s 2025 breakout – powered by tech demand and supply pain, with BRICS quietly adding fuel – shows how overlooked assets can reshape economic power plays. 🌀 This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit wgowbrics.substack.com